Inbox
Where every lead lands. Filter, sort, click to dig in.
The Inbox is the home page of your CRM (/crm/). Every lead that has ever come into your workspace shows up here, newest first, regardless of pipeline stage or status. It's the single source of truth for "what just happened?"
Columns
| Column | What it shows |
|---|---|
| Name | First + last name. If neither was sent, shows "Unnamed". Click the name to open the lead detail. |
| Contact | Email if present, otherwise phone, otherwise an em dash. We require at least one of email or phone for every lead. |
| Source | The source field on the lead, e.g. website-contact-form. HREF developers control this when wiring up your forms. |
| Stage | A colored chip showing the lead's current pipeline stage. New leads land in the first "active" stage. |
| When | Relative time since the lead was created. Updates live. |
Filters
The filter bar above the table lets you narrow what you see. Filters compose: setting both a stage and a status shows only leads matching both.
- Stage filter is by pipeline stage (e.g. "Contacted", "Qualified"). Driven by your tenant's pipeline configuration in Settings → Pipeline.
- Status is one of
new,open,won,lost. Status is independent of stage. A lead can sit in "Qualified" with status "won" once you close it. - Source is a free-text filter populated from sources actually used in your data. The list updates as new sources start appearing.
Filters are URL-driven, so a filtered view is shareable. Bookmark acme.hrefcreative.co/crm/?stage=<id>&status=open to land directly on a particular working set.
Clear all filters with the Clear filters link, which appears once at least one is set.
Real-time updates
The inbox listens for changes to your tenant's leads in real time. When a new lead lands via API (or someone on your team adds one manually), it slides into the top of the list without a page refresh. No need to keep hitting reload during a marketing push.
If your team is working the inbox simultaneously and one of you changes a lead's status or stage, the updated row reflects on everyone's screen automatically.
Empty state
When the inbox is empty (or all your leads are filtered out), you'll see a placeholder card. The most common reasons:
- Brand new workspace. Your API key hasn't been used yet. Hand it to your HREF developer so they can wire up your forms.
- All filtered out. Click Clear filters to drop the filter set.
Pagination
v1 shows the most recent 100 leads. We'll add "Load more" once a tenant first hits that ceiling. If you need to dig further back, ask HREF and we'll pull from the database directly while we add the UI.
What happens when you click a row
You land on the lead detail page (/crm/leads/<id>), which has the full record: every contact field, the activity timeline, notes, tasks, the stage selector, and a "potential duplicate" hint if another lead in your workspace shares the same email or phone. See the lead detail article for the full guided tour. (Coming in Phase 4.)